RWM

Rialto Wealth Management Portfolio holdings

AUM $418M
1-Year Est. Return 15.29%
This Quarter Est. Return
1 Year Est. Return
+15.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$358M
AUM Growth
+$39.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,778
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$2.3M
3
+$1.83M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.51M
5
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$1.21M

Top Sells

1
+$1.82M
2
+$413K
3
+$376K
4
IBHE
iShares iBonds 2025 Term High Yield and Income ETF
IBHE
+$354K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$326K

Sector Composition

1 Technology 4.41%
2 Healthcare 1.45%
3 Industrials 1.31%
4 Financials 1.27%
5 Real Estate 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$1.6K ﹤0.01%
+37
677
$1.59K ﹤0.01%
2
-1
678
$1.59K ﹤0.01%
+7
679
$1.58K ﹤0.01%
9
-4
680
$1.58K ﹤0.01%
+28
681
$1.57K ﹤0.01%
3
+2
682
$1.54K ﹤0.01%
37
683
$1.53K ﹤0.01%
11
-3
684
$1.51K ﹤0.01%
34
685
$1.51K ﹤0.01%
+13
686
$1.5K ﹤0.01%
39
-6
687
$1.49K ﹤0.01%
+14
688
$1.49K ﹤0.01%
22
-18
689
$1.48K ﹤0.01%
+19
690
$1.47K ﹤0.01%
16
-17
691
$1.47K ﹤0.01%
14
+9
692
$1.47K ﹤0.01%
+28
693
$1.47K ﹤0.01%
+113
694
$1.46K ﹤0.01%
+2
695
$1.46K ﹤0.01%
20
+7
696
$1.46K ﹤0.01%
7
+3
697
$1.46K ﹤0.01%
+145
698
$1.45K ﹤0.01%
42
+13
699
$1.45K ﹤0.01%
36
+23
700
$1.44K ﹤0.01%
+19
26 27
28
29 30